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Texada Web

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Select which inspections are printed to PDF

In some instances a company may wish to only send certain completed inspection forms to a customer when they generate the inspections PDF. Currently the PDF includes all inspections completed on a Work Order without the ability to break them out i...
Isaac Davis about 1 year ago in Texada Web 1 Needs more votes

Share saved Views with specific users/roles in Texada Web

Customer has requested that we add the ability for saved views in Web to be shared with specific people or roles, as not all team members require access to all views.
Isaac Davis about 1 year ago in Texada Web 1 Needs more votes

Show invoice number and invoice dates on Work Order after invoicing in Texada Web

These fields could also be columns we display in the WO list view. There is no simple way to find the invoice against a completed WO in Web currently. Invoice number can be found in SRM from the Totals screen for WO’s that have been completed &...
Isaac Davis about 1 year ago in Texada Web 1 Needs more votes

Select multiple emails from the contacts dropdown when using the 'Email' option in Texada Web

Currently when using the ‘Email’ button from any of the relevant Texada Web screens (invoice, contract etc.) the user can only select a single email from the dropdown of associated contact emails. Emails can be sent to multiple users by typing out...
Isaac Davis about 1 year ago in Texada Web / SOW 1 Needs more votes

KITS AND MULTIPLE PRODUCT/GROUP AVAILABILITY

THIS WOULD BE USEFULL IN LOOKING UP THE AVAILABILITY OF A COLLECTION OF PRODUCTS OR GROUPS THAT A CUSTOMER WANTS TO RENT ALTOGETHER. WITH A CALENDAR VIEW THE COUNTER COULD EASILY SEE THAT THE COMBINATION OF RENTAL PRODUCT THAT THE CUSTOMER WANTS I...
REGGIE KING about 1 year ago in Texada Web 1 Needs more votes

Contract Export/Import update tool

The request for this idea, is to provide a tool to export contracts and re-import them with updated data, similar to inventory clean up tooi in SRM. The driver for this request is updating salesman. If this is built we should review other fields t...
John Hellens over 1 year ago in Texada Web 0 Needs more votes

Work Order: Support for Bulk Rental Asset Quantity

Issue Description When creating a WO and assigning an Asset to be worked, when servicing a Bulk Rental asset there is no way to specify the quantity of that bulk asset that is being worked to appropriately update availability. Client scenario: The...
John Hellens over 1 year ago in Texada Web 0 Needs more votes